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lacerte client letter
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eghalpine
Level 2
03-30-2021
09:08 AM
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Is there a way to force 2 separate Client letters to send with a return? We are now sending out federal only, with state(s) to follow later once they decide whether to exclude unemployment compensation. I'd like to have a "trail" in Lacerte of what we sent and when.
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TylorValdez1
Employee
03-30-2021
09:55 AM
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There is not a way. You can print the return with the first client letter. Then modify the letter and print the return a second time to track any changes made.
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